Purchases and Sales Made in Q3 2024 in Schwab Fundamental Emerging Mk (FNDE)
This table provides information about the institutional ownership of Schwab Fundamental Emerging Mk (FNDE) during Q3 2024. The information is specifically focused on institutions that hold shares of SCHWAB FUNDAMENTAL EMERGING MK.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
8+ 0.79% |
$224 - $261
|
1.03K
$31.3K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
5+ 0.74% |
$140 - $163
|
678
$20.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
5+ 0.03% |
$140 - $163
|
17.6K
$534K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.55% |
$28 - $32.7
|
184
$5.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 2.22% |
$28 - $32.7
|
46
$1.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 1.61% |
$28 - $32.7
|
63
$1.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1+ 0.79% |
$28 - $32.7
|
128
$3.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-1- 0.01% |
$28 - $32.7
|
9.34K
$284K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
SELL
|
- |
-5- 1.71% |
$140 - $163
|
288
$8.77K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-14- 28.0% |
$392 - $458
|
36
$1.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-19- 0.63% |
$532 - $621
|
2.99K
$91K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-23- 1.25% |
$644 - $752
|
1.81K
$55.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30- 4.55% |
$841 - $980
|
630
$19.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-36- 0.5% |
$1.01K - $1.18K
|
7.24K
$220K
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-56- 0.55% |
$1.57K - $1.83K
|
10.1K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-73- 3.2% |
$2.05K - $2.39K
|
2.21K
$67.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-78- 0.63% |
$2.19K - $2.55K
|
12.2K
$372K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-83- 4.98% |
$2.33K - $2.71K
|
1.59K
$48.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-110- 16.98% |
$3.08K - $3.59K
|
538
$16.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-141- 88.68% |
$3.95K - $4.61K
|
18
$548
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
SELL
|
- |
-143- 0.14% |
$4.01K - $4.67K
|
99.6K
$3.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-157- 54.14% |
$4.4K - $5.13K
|
133
$4.05K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-158- 5.84% |
$4.43K - $5.16K
|
2.55K
$77.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-166- 0.34% |
$4.65K - $5.42K
|
48.3K
$1.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-174- 0.04% |
$4.88K - $5.69K
|
400K
$12.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-290- 0.3% |
$8.13K - $9.48K
|
97.2K
$2.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-293- 10.99% |
$8.21K - $9.58K
|
2.37K
$72.3K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-298- 0.33% |
$8.35K - $9.74K
|
89.6K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Van Den Berg Management I, Inc
Austin, TX |
SELL
|
- |
-317- 11.25% |
$8.88K - $10.4K
|
2.5K
$76.1K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-363- 96.8% |
$10.2K - $11.9K
|
12
$365
|
|
|
Oct 25, 2024
Q3 2024
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-423- 0.18% |
$11.9K - $13.8K
|
230K
$6.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-431- 10.67% |
$12.1K - $14.1K
|
3.61K
$110K
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-448- 2.11% |
$12.6K - $14.6K
|
20.8K
$634K
|
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-474- 0.22% |
$13.3K - $15.5K
|
216K
$6.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-511- 4.16% |
$14.3K - $16.7K
|
11.8K
$358K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-524- 1.51% |
$14.7K - $17.1K
|
34.2K
$1.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
SELL
|
- |
-524- 1.17% |
$14.7K - $17.1K
|
44.2K
$1.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-546- 2.58% |
$15.3K - $17.8K
|
20.6K
$627K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-571- 88.12% |
$16K - $18.7K
|
77
$2.34K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-595- 11.8% |
$16.7K - $19.4K
|
4.45K
$135K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-615- 34.03% |
$17.2K - $20.1K
|
1.19K
$36.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-621- 4.66% |
$17.4K - $20.3K
|
12.7K
$387K
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-640- 1.41% |
$17.9K - $20.9K
|
44.8K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-672- 4.9% |
$18.8K - $22K
|
13K
$397K
|
|
|
Oct 29, 2024
Q3 2024
|
Redw Wealth LLC
|
SELL
|
- |
-700- 5.19% |
$19.6K - $22.9K
|
12.8K
$390K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-719- 9.11% |
$20.1K - $23.5K
|
7.18K
$218K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-722- 37.45% |
$20.2K - $23.6K
|
1.21K
$36.7K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-752- 1.67% |
$21.1K - $24.6K
|
44.4K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-809- 2.73% |
$22.7K - $26.4K
|
28.8K
$877K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-849- 8.14% |
$23.8K - $27.7K
|
9.58K
$292K
|